Tru Independence Asset Management 2’s Pfizer PFE Stock Holding History

Tru Independence Asset Management 2’s Portfolio PFE Stock Details PFE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-4,265	Closed	-$223K	–	79
2022 Q2	$223K	Sell	4,265 -43	-1%	-$2.19K	0.18%	57
2022 Q1	$223K	Sell	4,308 -429	-9%	-$22.3K	0.13%	87
2021 Q4	$280K	Buy	+4,737	New	+$235K	0.15%	104
2021 Q1	–	Sell	-2,717	Closed	-$100K	–	324
2020 Q4	$100K	Buy	+2,717	New	+$99.7K	0.08%	121

Other funds holding PFE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Tru Independence Asset Management 2's PFE Position: Q3 2022 in Review

Tru Independence Asset Management 2 sold out of Pfizer (PFE) in Q3 2022, closing a stake of 4,265 shares — an estimated $223K sold.

Tru Independence Asset Management 2 first reported a position in PFE in Q4 2020 and held it in 4 quarters. The position peaked at $280K in Q4 2021. 3,085 funds tracked by Wall St. Rank hold PFE as of Q3 2022.

Tru Independence Asset Management 2 reported no remaining Pfizer position as of Q3 2022 after selling out during the quarter.
Tru Independence Asset Management 2 sold 4,265 Pfizer shares in Q3 2022, an estimated $223K.
Tru Independence Asset Management 2 first reported a position in Pfizer in Q4 2020 and held it in 4 quarters.
Tru Independence Asset Management 2's Pfizer position peaked at $280K in Q4 2021.
3,085 funds tracked by Wall St. Rank held Pfizer as of Q3 2022.

Based on Tru Independence Asset Management 2's 13F filing for Q3 2022, filed 31 Oct 2022.